Find A Portfolio/Ticker
Comparison Box
TINCX: Templeton Global Balanced A1 (MUTUAL FUND)
Basic Info 2.88 0.01(0.35%) August 02
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 11/07/2005 |
| Last Dividend Date: | 03/15/2021 |
| 12-Mo. Yield | 1.85% |
| Expenses | 1.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 2.3 | 17.2 | 0.0 | 3.9 | 3.8 | 4.9 | 5.5 | 1.5 | 7.3 | -9.5 | 12.2 | 5.2 | -2.2 | -0.7 | 17.3 | 18.0 | -5.6 | 14.6 | 28.2 | -24.7 | 10.4 | 21.3 | 0.7 |
| SR | NA | 0.31 | 1.56 | -0.08 | 0.28 | 0.29 | NA | 0.38 | 0.08 | 0.76 | -1.18 | 1.98 | 0.34 | -0.19 | -0.09 | 2.06 | 1.68 | -0.33 | 1.03 | 2.35 | -1.65 | 0.72 | 2.24 | -0.06 |
| DD(%) | NA | 5.3 | 5.3 | 25.5 | 28.5 | 28.5 | NA | 35.9 | 22.7 | 9.0 | 15.3 | 2.8 | 12.5 | 13.6 | 10.0 | 7.6 | 12.0 | 18.9 | 12.7 | 13.9 | 31.3 | 9.3 | 9.0 | 4.7 |
| SD(%) | NA | 10.8 | 9.8 | 11.5 | 10.1 | 11.4 | NA | 11.6 | 15.2 | 7.8 | 9.2 | 5.9 | 14.6 | 11.7 | 8.4 | 8.4 | 10.8 | 17.1 | 14.1 | 12.0 | 15.5 | 10.4 | 8.1 | 5.9 |
| TR | NA | 0.08 | 24.91 | -0.45 | 0.93 | 0.33 | NA | 0.25 | 1.33 | 0.08 | -0.13 | 0.11 | 0.03 | -0.02 | -0.01 | 0.18 | 0.16 | -0.05 | 0.12 | 0.4 | -0.4 | 0.07 | 0.2 | -0.01 |
| Alpha(%) | NA | 0.01 | 0.06 | 0.0 | 0.01 | 0.02 | NA | 0.02 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.04 | -0.06 | -0.03 | 0.02 | -0.03 |
| Beta(%) | NA | 0.44 | 0.01 | 0.02 | 0.03 | 0.1 | NA | 0.18 | 0.01 | 0.71 | 0.82 | 1.03 | 1.52 | 1.31 | 1.08 | 0.97 | 1.13 | 1.09 | 1.19 | 0.71 | 0.64 | 1.12 | 0.9 | 0.41 |
| RS | NA | 0.25 | 0.0 | 0.01 | 0.01 | 0.06 | NA | 0.12 | 0.0 | 0.29 | 0.58 | 0.47 | 0.79 | 0.83 | 0.75 | 0.75 | 0.77 | 0.87 | 0.84 | 0.68 | 0.7 | 0.75 | 0.7 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- CGCIX (Calamos Global Growth & Income I) 0.16% (100%)
- LGMAX (Loomis Sayles Global Equity and Income A) 0.07% (99%)
- IVAEX (Ivy Asset Strategy I) 0.08% (98%)
- JGCIX (Janus Growth Allocation I) 0.12% (97%)
- AAANX (Horizon Active Asset Allocation N Shares) 0.06% (97%)
- AQRIX (AQR Risk Parity I) 0.45% (96%)
- PGAIX (PIMCO Global Multi-Asset Instl) 0.14% (93%)
- SGIIX (First Eagle Global I) 0.0% (93%)
- JMOIX (Janus Moderate Allocation I) 0.13% (92%)
- GDHFX (Goldman Sachs Dynamic Allocation IR) 0.29% (92%)
Best ETFs
- GAL (SPDR® SSgA Global Allocation ETF) 0.04% (88%)
- GAA (Cambria Global Asset Allocation ETF) 0.28% (82%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.11% (46%)
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 0.56% (35%)
- GMOM (Cambria Global Momentum ETF) 0.85% (35%)
- MCRO (IQ Hedge Macro Tracker ETF) 0.21% (26%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.07% (25%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Fund) 0.27% (100%)
- CGO (Calamos Global Total Return) 0.44% (94%)
- FEO (First Trust/Aberdeen Emerging Opp) 0.77% (92%)
- DEX (Delaware Enhanced Global Div and Inc) 0.19% (74%)
- RCG (RENN Global Entrepreneurs Fund) 0.0% (73%)
- JDD (Nuveen Diversified Dividend & Income) 0.38% (61%)
Latest Articles Related to TINCX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments